Recorded Webinar
Best Practices

How CRM, Content, and Follow-Up Turn Attention Into Conversations

PRESENTED BY
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ABOUT THIS WEBINAR

Today’s prospects don’t simply ask for referrals. They research advisors across websites, email, social media, search, and AI before ever reaching out. The firms that stand out are the ones that connect every interaction into one coordinated client engagement strategy.

Join Snappy Kraken and Wealthbox to explore new insights from the State of Digital & AI 2026 report and learn how connected marketing and CRM data can help advisors create more meaningful conversations, improve follow-up, and strengthen client relationships.

In this webinar, you'll learn how to

  1. 1 Understand how today’s investors discover and evaluate advisors
  2. 2 Turn CRM data into more personalized marketing and follow-up
  3. 3 Create a connected client journey across content, email, and relationship management
  4. 4 Use Wealthbox to keep every interaction, opportunity, and client relationship connected

SPEAKERS

Mike Rinard

Mike Rinard

Head of Solutions Marketing

Snappy Kraken

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“When it comes to marketing, making use of your contact lists is paramount. That is why we’re excited to have the Wealthbox integration, making it easy to sync contacts directly from Wealthbox within Snappy Kraken.”
Brad DeLoatche

Brad DeLoatche

Chief Product Officer and Founder, Snappy Kraken

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